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SignalPoint Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

SignalPoint Asset Management’s Portfolio VCR Stock Details VCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$504K Sell
1,343
-155
-10% -$55.9K 0.12% 134
2024
Q3 		$511K Buy
1,498
+478
+47% +$153K 0.12% 150
2024
Q2 		$319K Buy
+1,020
New +$312K 0.09% 191

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SignalPoint Asset Management's VCR Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 10% in Q4 2024, selling an estimated $55.9K and leaving 1,343 shares worth $504K. The position accounts for 0.12% of the portfolio, ranked #134.

SignalPoint Asset Management first reported a position in VCR in Q2 2024 and has held it in 3 quarters since. The position peaked at $511K in Q3 2024. 536 funds tracked by Wall St. Rank hold VCR as of Q4 2024.

  • SignalPoint Asset Management held 1,343 shares of Vanguard Consumer Discretionary ETF worth $504K as of Q4 2024.
  • SignalPoint Asset Management sold 155 Vanguard Consumer Discretionary ETF shares in Q4 2024, an estimated $55.9K.
  • Vanguard Consumer Discretionary ETF made up 0.12% of SignalPoint Asset Management's portfolio in Q4 2024, its #134 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 3 quarters since.
  • SignalPoint Asset Management's Vanguard Consumer Discretionary ETF position peaked at $511K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.